P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Estate Planning Case Study
Course Description: Estate Planning Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations. Audience: *This case study activity is appropriate for trust officers who have expanded their skills in estate planning by completing all of the following courses in the Estate Planning series.   • Estate Planning Overview   • Estate Planning for Marital Deductions   • Estate Planning for Lifetime Gifts   • Estate Planning for Charitable Giving   • Estate Planning for the Business Owner Learning Objectives: After successfully completing this program, you will be able to:   • Identifying planning opportunities that meet clients' needs   • Determining the tax effect of a client's estate plan and possible transactions   • Designing strategies to minimize a client's estate taxes   • Crafting solutions to client needs that will bring new business opportunities Course Credits: AIB: 0 ; ICB: 2.5 (CTFA/PFI) ; CFP: 1.0 Prerequisites: Estate Planning Course Series* Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association